WHAT TO EXPECT
See the Practice Clarity platform in action
Your walkthrough is tailored to the reporting priorities of your accounting firm. We will start by understanding how your team currently monitors timesheets, productivity, WIP, billings and debtors, including where information is difficult to access or requires manual reporting.
You will then see the Practice Clarity platform and the dashboard views most relevant to your firm. This may include firm-wide performance, aged WIP, partner and manager responsibility, productivity trends, billing activity and outstanding debtors.
During the walkthrough, we can explore:
How information moves from capacity and production through to WIP, billing and collected cash.
Where work may be accumulating before partner review or invoicing.
How partners and managers can move from headline results into the clients, jobs and people behind them.
How Practice Clarity connects with systems such as Xero Practice Manager, MYOB AE and FYI Elite.
What implementation, pricing and a typical six-week delivery process could look like.
There is no need to prepare reports beforehand. The purpose of the session is to help you determine whether Practice Clarity is relevant to your firm and whether a more detailed reporting discussion would be worthwhile.
Jono Henning
Business Development Manager
Practice Clarity
Practice management reporting for accounting firms, built on Power BI.
Australia & New Zealand
Australia & New Zealand